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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-22 |
| MT | RA | APPROVED | 2017-10-20 |
Branch Locations
875 Harmon Stream Blvd Suite 200, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Stifel Nicolaus & Co Inc | Bozeman | MT | 10/2017 | Present |
Condo Rental; 1835 Leeward Court Bozeman MT 59718 Bozeman, MT; Owner; Maintenance; 6/1/2015; 10.0 hours per year; not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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